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Navigate to Financial Freedom, Doctors Edition


Are you overwhelmed by the increasing complexity of 

the decisions you have to make with your money?

We hear ya! We understand the frustrations and stresses that you deal with on a day-to-day basis as a physician!

What is the proper way to pay off my student loans? Do I qualify for Public Service Loan Forgiveness?

Do I have enough disability insurance? What is true own-occ? 

Do I have enough life insurance for my family? Why does the guy in the cafeteria keep trying to sell me whole life insurance?

Am I taking full advantage of all my employer benefits?

Am I saving enough? How quickly can I achieve financial independence?

Am I doing everything I can to save on taxes as a high-income earner?

It is a lot, we get it. Stop, and take a deep breath. Start with our free guide Navigate to Financial Freedom, Doctors Edition. This guide will not answer all your questions or build a perfect financial plan. But it should give you a great starting point and answer a few questions that you have had.

If you have other questions, check out some of our blog posts with our physician-specific topics.

Enjoy the guide, and have a great day!

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Our Team at Vicus Capital


Kimberli Fleck, Esq Photo

Kimberli Fleck, Esq

General Counsel & Chief Compliance Officer
David Rosenblatt Photo

David Rosenblatt

Portfolio Manager
Rob Hinson Photo

Rob Hinson

Investment Management Operations Analyst
Jennifer Bohlman Photo

Jennifer Bohlman

Advisory Client Services Associate
Jacqueline Trezza Photo

Jacqueline Trezza

Director of Operations
Mike Corcoran  Photo

Mike Corcoran

Case Manager, Risk Management Division
Ron Lutz Photo

Ron Lutz

Director of Information Technology

See their FINRA BrokerCheck background reports here.